Smith Thornton Advisors (STA) offers investment advice tailored to clients' needs, including asset allocation strategies using various investment products. STA provides both discretionary and non-discretionary asset management services. STA also offers financial planning consulting services covering risk assessment, investment planning, estate planning, and financial organization. STA provides company-sponsored retirement plan consulting services.
Assets Under Management$730M
Clients327
Advisors8
Avg. per Client$2.2M
Avg. per Advisor$92M
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Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $1000K | 2.00% |
| $1.0M - $10.0M | 1.75% |
| $10M+ | 1.50% |
Fees are negotiable. For accounts under $100,000, a fixed fee may be charged instead of a percentage.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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